Below you will find the stories of just a few of our clients whom we have worked with over the years to assist with their financial planning, succession planning and philanthropic needs. Read how Covenant has helped them in their stewardship journeys.
"With the guidance of Covenant Planning Group, we were able to create a comprehensive estate plan, including all aspects of our rather complex financial lives. They have a unique ability of looking at the big picture, and then breaking it down into short-term manageable steps."
"The input into our financial re-structuring and integrated tax planning has been invaluable. You have the ability to explain our options in terms we understand; where to start, what we do, how, while always keeping the big picture in mind."
"It was so encouraging to have a sure hand to guide us through questions and provide counsel on how we might best decide on a variety of issues. I am grateful for their expertise and would willingly suggest their services to others."
"Overall we have been astounded at the depth to which the Covenant team has comprehensively addressed our investment, estate and financial planning including our charitable goals. I would be happy to speak with anyone interested in working with Covenant."
"Covenant has been instrumental in helping our family maintain our core mission & vision, while encouraging us to grow and become more focused in accomplishing our dreams in business and in life."
"I am writing to thank Covenant Wealth Advisors, specifically Rob Radloff, for the recent help with putting our financial and estate affairs in order."
We all know things change. It is important that your plans are reviewed periodically to ensure they reflect these changes,
and continue to represent your best interests. Consider the following questions:
Have there been any changes in family dynamics for you or your children? Have there been significant changes in your business? Have your plans for retirement changed? Has your net worth changed? Has your giving focus changed? Is there any area of planning that is impacting your peace of mind?
If you answered yes to any of these questions, it may be time to update your plans. Contact us using the form below.